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American Express
AXP

Overview Fund Activity

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$1.61B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$289M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$366M
5
Deutsche Bank
5
Deutsche Bank
Germany
$419M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$101M
2
American Century Companies
2
American Century Companies
Missouri
$203M
3
CWP
3
Capital Wealth Planning
Florida
$1.18M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$200M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
1851
Annapolis Financial Services
Maryland
$23K – – –
TFP
1852
Tilia Fiduciary Partners
North Carolina
$23K – – –
RA
1853
Rise Advisors
New York
$21K – – –
TSWM
1854
Tyler-Stone Wealth Management
Ohio
$21K – – –
CAL
1855
Capital Advisors Ltd
Ohio
$21K +$1.65K +12 +9%
IFA
1856
Interactive Financial Advisors
Illinois
$20K – – –
PCTC
1857
Perkins Coie Trust Company
Washington
$20K – – –
TCM
1858
Tradewinds Capital Management
Washington
$20K – – –
AWMS
1859
Advocacy Wealth Management Services
Georgia
$19K – – –
SWM
1860
Sugarloaf Wealth Management
Georgia
$19K +$138 +1 +0.7%
CWM
1861
Cranbrook Wealth Management
Michigan
$18K -$17.4K -126 -49%
BBPWM
1862
Blue Bell Private Wealth Management
Pennsylvania
$18K – – –
AFIA
1863
America First Investment Advisors
Nebraska
$16K – – –
GWSG
1864
GPS Wealth Strategies Group
Colorado
$16K +$16K +116 New
BCA
1865
Bray Capital Advisors
Florida
$15K – – –
BWP
1866
Baldwin Wealth Partners
Massachusetts
$15K +$11.2K +83 +296%
FGAM
1867
Financial Gravity Asset Management
Texas
$14.1K -$14.2K -2,864 -50%
VWM
1868
Valley Wealth Managers
New Jersey
$14K – – –
LFA
1869
Level Financial Advisors
New York
$14K – – –
WAS
1870
Winch Advisory Services
Wisconsin
$13K – – –
IHWM
1871
Iron Horse Wealth Management
Iowa
$13K – – –
DWMG
1872
DB Wealth Management Group
California
$11K – – –
OSNBOA
1873
Old Second National Bank of Aurora
Illinois
$9K – – –
HNWAG
1874
High Net Worth Advisory Group
Florida
$8K -$13.3K -100 -63%
JWM
1875
Janiczek Wealth Management
Colorado
$8K – – –
73 74
75
76 77